Duplicating a Contact

You can duplicate a contact for another account. This is useful if a contact joins another company and you want to associate the contact with both accounts. If you want to associate the contact with only the new account you can move the contact to that account.

You can also choose to duplicate or move other information from the original contact to the new contact.

What happens when I duplicate a contact?

To duplicate a contact

1. Find the contact you want to duplicate.
2. On the Contact Detail view, click the Duplicate Contact button.
3. Click the To Account Find button, and then select the account you want associate with the duplicate contact.
4. To create an association between the contacts select Associate the contact in the target account with the source contact.
5. If you want to replace the contact's address and phone information with the target account's default information select Use the target account's address and phone number information.
6. Under Move the following select the items that you would like to move from the original contact to the new contact.

7. Click OK.

Related Topics

Contacts Overview

Adding a Contact

Editing a Contact